LIC MF Short Term Debt Fund Regular vs Sundaram Short Duration Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Fund Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹105 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 01 Jan 2013 31 Jan 2019
Category Short Duration Short Duration
Fund Type Open Ended Open-ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund BII Index
Turn Over % %
Expense Ratio 0.85 1.33
Manager Dwijendra Srivastava Marzban Irani
ISIN Code INF173K01BA3 INF767K01PT2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
1 Month 0.73% 0.43%
6 Month 3.81% 4.16%
1 Year 7.36% 7.81%
3 Year 7.87% 5.01%
5 Year 7.47% 5.26%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
6 Month - -
1 Year 3.22% 3.14%
3 Year 9.27% 8.16%
5 Year 15.42% 12.61%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
1 Year 7.09% 5.72%
3 Year 7.51% 4.16%
5 Year 7.83% 5.27%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 3.92% 1.17%
Sharp 0.5% -0.85%
Beta -0.1% 2.15%
Alpha 1.76% 3.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth
Name Dwijendra Srivastava Marzban Irani
Total AUM ₹14140 Cr ₹1914 Cr
Fund Manage 14 6
Sundaram Short Duration Fund Regular Growth LIC MF Short Term Debt Fund Regular - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

LIC MF Short Term Debt Fund Regular - Growth

Others 100 100.01

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

LIC MF Short Term Debt Fund Regular - Growth

Others 100 14.49
Sovereign - 23.41
Financial - 57.26
Energy - 4.85

Top Comparisons

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.54%

VS

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.76%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns17.14%

VS

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns15.69%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.17%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns21.07%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.23%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.12%

Compare Now
Request call back
Add to Cart Successfully